证券代码：600221、900945 证券简称：海航控股、海控 B 股 编号：临 2025-104 海南航空控股股份有限公司 2025 年 10 月主要运营数据公告 临时公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2025 年 10 月，海南航空控股股份有限公司及所属子公司（以下简称"本集团"） 合并主要运营数据如下： | 载运量 | 年 2025 10 | 月 | 年累计 2025 | | | --- | --- | --- | --- | --- | | 数值 | | 同比变动（%） | 数值 | 同比变动（%） | | 收入客公里（RPK）（百万） | | | | | | 国内 | 9197.70 | 3.15 | 91388.28 | 2.58 | | 地区 | 21.00 | -11.07 | 245.88 | 32.21 | | 国际 | 2434.93 | 27.01 | 22190.05 | 45.18 | | 合计 | 11653.62 | 7.33 | 113824.21 | 8.86 | | 收 ...

Core Viewpoint - HNA Group announced an increase in passenger and cargo transport metrics for the year ending October 2025, indicating growth in operational capacity and revenue generation [1] Group 1: Passenger Transport Metrics - Passenger capacity input increased by 6.81% year-on-year [1] - Revenue passenger kilometers grew by 7.33% year-on-year [1] - Passenger transport volume rose by 3.59% year-on-year [1] Group 2: Cargo and Mail Transport Metrics - Cargo and mail revenue ton kilometers increased by 25.37% year-on-year [1] - Cargo and mail transport volume grew by 20.07% year-on-year [1] - Cargo and mail load factor improved by 4.37 percentage points [1]

Core Viewpoint - HNA Group announced the introduction of new aircraft and reported significant growth in passenger and cargo metrics for October 2025 [1] Aircraft Fleet Expansion - The company will introduce 1 A330NEO, 1 A321NEO, and 2 737-8MAX aircraft by October 2025 [1] - By the end of October 2025, the total operational fleet will reach 358 aircraft [1] Passenger Metrics - Passenger capacity (measured in available seat kilometers) increased by 6.81% year-on-year in October 2025 [1] - Revenue passenger kilometers grew by 7.33% year-on-year [1] - The number of passengers transported rose by 3.59% year-on-year [1] Cargo Metrics - Cargo and mail revenue ton kilometers increased by 25.37% year-on-year [1] - Cargo and mail volume grew by 20.07% year-on-year [1] - The cargo and mail load factor improved by 4.37 percentage points [1]

Group 1 - The company HNA Holding (600221.SH) announced the introduction of new aircraft, including one A330NEO, one A321NEO, and two 737-8MAX by October 2025 [1] - By the end of October 2025, the total number of aircraft operated by the company will reach 358 [1] - In October 2025, the company's passenger capacity (measured in available seat kilometers) increased by 6.81% year-on-year, while revenue passenger kilometers grew by 7.33% [1] Group 2 - The number of passengers transported by the company increased by 3.59% year-on-year [1] - Cargo and mail revenue ton-kilometers rose by 25.37%, with cargo and mail volume increasing by 20.07% [1] - The cargo and mail load factor improved by 4.37 percentage points [1]

Core Viewpoint - HNA Group announced the introduction of new aircraft and reported significant growth in passenger and cargo metrics as of October 2025 [1] Aircraft Fleet Expansion - The company will introduce 1 A330NEO, 1 A321NEO, and 2 737-8MAX aircraft by October 2025, bringing the total operational fleet to 358 aircraft [1] Passenger Metrics - Passenger capacity (measured in available seat kilometers) increased by 6.81% year-on-year in October 2025 [1] - Revenue passenger kilometers grew by 7.33% year-on-year [1] - The number of passengers transported rose by 3.59% year-on-year [1] Cargo Performance - Cargo and mail revenue ton kilometers increased by 25.37% year-on-year [1] - Cargo and mail volume grew by 20.07% year-on-year [1] - The cargo and mail load factor improved by 4.37 percentage points [1]

Core Viewpoint - The average stock price of A-shares is 13.92 yuan, with 20 stocks priced below 2 yuan, the lowest being *ST Yuan Cheng at 0.58 yuan [1] Stock Price Distribution - As of November 14, the Shanghai Composite Index closed at 3990.49 points, with a relatively small proportion of high-priced and low-priced stocks in the A-share market [1] - Among the low-priced stocks, 8 are ST stocks, accounting for 40% of those priced below 2 yuan [1] Market Performance - Out of the low-priced stocks, 18 saw an increase today, with notable gains from Rongsheng Development (10.17%), Yongtai Energy (9.82%), and *ST Jinke (4.76%) [1] Low-Priced Stock Rankings - The table lists various low-priced stocks, including their latest closing prices, daily price changes, turnover rates, price-to-book ratios, and industries [1] - For example, *ST Yuan Cheng has a closing price of 0.58 yuan, while *ST Suwu and *ST Jinke are at 0.97 yuan and 1.54 yuan respectively [1]

Core Insights - The Hainan sector experienced a strong rally on November 14, driven by favorable policies and expectations of the full closure operation of the Hainan Free Trade Port, with stocks like Kangzhi Pharmaceutical and Hainan Haiyao hitting the daily limit [1][3] - The direct catalyst for this rally was the significant impact of the new duty-free shopping policy, which saw a nearly 35% year-on-year increase in shopping amounts and a corresponding rise in the number of shoppers during the first week of implementation [3] - The Hainan Free Trade Port is set to officially launch its full closure operation on December 18, which is expected to enhance foreign openness and benefit industries such as tourism and retail [4] Market Performance - The Hainan sector has shown strong performance throughout the year, with an overall increase of over 40%, and Haima Automobile leading with a remarkable 164% rise [3] - The net profit of listed companies in the Hainan sector grew nearly 25% year-on-year in the first three quarters, with several companies achieving double-digit growth or successfully turning losses into profits [3] Investment Trends - Leveraged funds have already begun to position themselves in the Hainan sector, with net purchases exceeding 4 billion yuan this year, indicating strong market confidence in the future prospects of the sector [4] - Institutions believe that the duty-free policy will continue to support the consumption market in Hainan, while the full closure operation will open new avenues for economic development [4]

（文章来源：新华财经） 新华财经上海11月14日电国际航协消息，中国东方航空公司宣布加入国际航协航班计划数据交互项目 （SDEP）。至此，该计划已涵盖中国四大航空公司——中国国际航空公司、中国东方航空公司、中国 南方航空公司和海南航空公司，标志着该计划在中国市场的推进迈出了重要一步。随着中国四大航空公 司加入航班计划数据交互项目，该项目目前涵盖了中国民航75%以上的运力。 ...

Core Insights - China Eastern Airlines has joined the International Air Transport Association's (IATA) Schedule Data Exchange Program (SDEP), marking a significant step in the program's expansion within the Chinese market [1] - With the inclusion of China Eastern Airlines, all four major Chinese airlines—Air China, China Eastern Airlines, China Southern Airlines, and Hainan Airlines—are now part of the SDEP, which now covers over 75% of China's civil aviation capacity [1]

Core Viewpoint - HNA Group's stock price has shown a significant increase this year, with a year-to-date rise of 12.35% and notable gains over various trading periods, indicating positive market sentiment and potential growth in the aviation sector [1][2]. Financial Performance - For the period from January to September 2025, HNA Group reported a revenue of 53.438 billion yuan, reflecting a year-on-year growth of 3.30%. The net profit attributable to shareholders was 2.845 billion yuan, marking a substantial increase of 30.93% [2]. - Cumulatively, HNA Group has distributed 3.424 billion yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - On November 14, HNA Group's stock rose by 2.14%, reaching 1.91 yuan per share, with a trading volume of 266 million yuan and a turnover rate of 0.43%. The total market capitalization stood at 82.542 billion yuan [1]. - The stock has seen significant trading activity, with a net inflow of 24.006 million yuan from major funds and a notable presence on the "Dragon and Tiger List" on July 24, where it recorded a net purchase of 116 million yuan [1]. Shareholder Information - As of September 30, 2025, HNA Group had 559,600 shareholders, a decrease of 4.09% from the previous period. The average circulating shares per person remained at zero [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited emerged as the eighth largest shareholder, holding 558 million shares as a new investor [3]. Industry Classification - HNA Group is classified under the transportation sector, specifically in the aviation and airport industry, and is associated with concepts such as civil aviation and the Hainan Free Trade Zone [2].